Service Titan Knowledge Base

Truck inventory replenishment overviewLast updated on 09/09/2022

ServiceTitan helps you restock your inventory and keep track of materials being used on each truck. You can easily prepare and send POs to vendors and even track PO fulfillment. Here are some of the highlights of truck replenishment features.


Set up your truck list in ServiceTitan, and assign each technician to a truck

First, set up your trucks in ServiceTitan (Settings > Inventory > Trucks & Warehouses). Then, make sure each technician is assigned to a truck (Settings > Technicians). For more, see Set up your truck list in ServiceTitan.


Create a vendor list for all your inventory

You can enter multiple vendors for each material item in your pricebook (Pricebook > Materials). You can enter pricing, part numbers, and an optional memo for each vendor. On your vendor list, you can designate the primary vendor to be used for inventory replenishment.

You can setup multiple vendors for each material item and designate the primary vendor to be used for inventory replenishment. For more, see Set up your replenishment vendors.

Note: Only the primary vendor is required.


Use truck replenishment to prepare and send out replenishment POs

As technicians use materials on invoices, these items automatically appear under the Materials Used tab in Truck Replenishment. Use the Materials Used list to prepare POs.

  • The primary vendor is used by default (you can always change the vendor if necessary).

  • You can make any necessary adjustments to POs, such as changing the price or quantity, before you send them out.

  • If you don’t want to restock an item at this time, simply mark it as Do not replenish.

For more, see Truck inventory replenishment workflows.


Organize POs by vendor or by truck

When you generate POs, you can choose to create one PO per vendor, or you can create POs per truck to help keep inventory organized. You can then download POs, or you can email POs to vendors directly from ServiceTitan.

For more, see Truck inventory replenishment workflows.


Track the status of POs

You can see the status of every PO (Pending, Sent, or Received).

For more, see Truck inventory replenishment workflows.


Track PO fulfillment

You can see the fulfillment status of all POs sent to vendors. You can mark individual items as received, or mark an entire PO as shipment received.

For more, see Truck inventory replenishment workflows.


After a PO is fully received, accounting can export the PO to QuickBooks

As soon as a replenishment PO is marked as fully received, accounting can see the PO on the main Invoice screen. Accounting can proceed to batch, post, and export POs to QuickBooks.

For more, see Truck inventory replenishment workflows.


Overview of the truck replenishment process

Below is a general overview of the truck replenishment process.

Materials Used

Pending POs

Sent

Received

As technicians use materials on invoices, these items appear on the Materials Used list.

Start here to prepare and generate replenishment POs.

After you generate POs, they appear in Pending POs.

Use this tab to edit POs if necessary, and send out POs to vendors.

After POs are sent out to vendors, they appear in Sent.

Use this tab to mark individual items on the PO as received, or mark an entire shipment as received.

After items start to be received, the PO appears in Received.

Use this tab to track the fulfillment status of all your POs, and mark POs as complete.

Things to remember:
  • You can choose not to replenish any item: If you do not want to restock items, mark items as Do Not Replenish.

  • You can change the replenishment vendor: When you generate POs, the primary vendor is used by default. You can always change the vendor if necessary.

  • You can make PO adjustments: You can adjust the quantity or price for any PO item.

  • After shipment is received: When all items on the PO are marked as received, the PO appears on the main Invoice screen. Accounting can then proceed to batch, post, and export the PO to QuickBooks.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.